Wealth Planning Associate, Client Success (HYBRID OR REMOTE)

Equitable•Salt Lake City, UT

About The Position

Equitable is seeking a driven, curious, and relationship-focused Wealth Planning Associate to build financial expertise and gain client-facing experience in financial services. This structured development opportunity combines licensing, hands-on client engagement, mentorship, and real-world experience to prepare the associate for a potential long-term career as a Financial Professional within Equitable. The associate will obtain core financial services licenses, learn Equitable’s comprehensive financial planning approach, and develop knowledge of financial markets, investment strategies, and wealth-building solutions. As a member of the Branch Assist team, the associate will work with existing clients to help optimize investments and support evolving financial goals. For up to two years, the associate will also work closely with 10–20 Financial Professionals, supporting their clients and learning how to build and manage a financial practice. The position offers a flexible schedule and may be fully remote or hybrid. Employees located near an Equitable office, such as Salt Lake City or Syracuse, are expected to work on-site two to three days per week. The base salary is $52,500, and the role is eligible for variable compensation.

Requirements

Bachelor’s degree or equivalent professional experience demonstrating strong foundational skills and commitment to a career in financial services.
Active FINRA Series 7 and Series 66 registrations.
State Life Insurance licenses.
Experience building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement.
Knowledge and ability in cross-selling, including understanding customer needs and applying strategies and tools to create additional sales.
Effective communication skills, including accurately conveying and interpreting ideas, information, and needs.
Ability to prepare and present formal sales recommendations that address customer needs.
Knowledge of sales scoping and qualification techniques and ability to identify and qualify potential sales opportunities.

Nice To Haves

Prior sales experience, ideally in financial services such as banking, insurance, property and casualty, or retail investments.
Strong research and analytical capabilities, including the ability to interpret information and support sound client recommendations.
Excellent interpersonal and communication skills for connecting with clients, team members, and partners.

Responsibilities

Obtain core financial services licenses, including Series 7, Series 66, and Life and Health licenses.
Learn Equitable’s comprehensive financial planning process, financial markets, investment strategies, and wealth-building solutions.
Develop the ability to engage clients and explain complex financial concepts clearly.
Work directly with existing Equitable clients as part of the Branch Assist team.
Help clients position and optimize their current investments to support long-term financial goals.
Support clients as their needs evolve, including planning for life events, transitions, and new financial priorities.
Work closely with 10–20 Financial Professionals for up to two years.
Engage with advisors’ clients and support business efficiency and growth.
Collaborate with clients to help them advance toward their financial objectives.
Develop business-building skills in client prospecting, relationship development, face-to-face meetings, client seminars, and managing business expenses and operations.